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Bartlett & Co Wealth Management’s Zeta Global ZETA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.4K Hold
2,000
– – ﹤0.01% 786
2026
Q1 		$36.9K Hold
2,000
– – ﹤0.01% 733
2025
Q4 		$40.7K Hold
2,000
– – ﹤0.01% 707
2025
Q3 		$39.7K Hold
2,000
– – ﹤0.01% 708
2025
Q2 		$31K Hold
2,000
– – ﹤0.01% 737
2025
Q1 		$27.1K Buy
+2,000
New +$35.7K ﹤0.01% 767

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bartlett & Co Wealth Management's ZETA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Zeta Global (ZETA) position steady in Q2 2026 at 2,000 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Bartlett & Co Wealth Management first reported a position in ZETA in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.7K in Q4 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,000 shares of Zeta Global worth $39.4K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #786 holding.
  • Bartlett & Co Wealth Management first reported a position in Zeta Global in Q1 2025 and has held it in 6 quarters since.
  • Bartlett & Co Wealth Management's Zeta Global position peaked at $40.7K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.